Principal Financial Group Inc reported 1,998 positions worth $191.34B for the quarter ended Jun 30, 2026, up 8.3% on the prior quarter. It opened 94 new positions, added to 1,027, trimmed 871 and exited 91. Its largest holding is Nvidia Corp at 4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| VALE Vale S.A. | +23.85M +453.3% | $358.71M | 0.229% |
| MRVL Marvell Technology, Inc. | +1.04M +10,400.5% | $308.46M | 0.163% |
| SPOT Spotify Technology S.A. | +613.6K +62.0% | $281.73M | 0.385% |
| QGEN Qiagen N.V. | +6.64M +120,281.7% | $259.75M | 0.136% |
| TOST Toast, Inc. | +7.19M +90.1% | $199.94M | 0.22% |
| SBAC Sba Communications Corp | +1.01M +722.7% | $178.62M | 0.106% |
| BXDC Blackstone Digital Infrastructure Trust Inc. | +8.16M | $176.47M | 0.092% |
| MCO Moodys Corp | +379.5K +35.1% | $171.90M | 0.346% |
| DKS Dick'S Sporting Goods, Inc. | +723.1K +113.9% | $164.00M | 0.161% |
| DASH DoorDash, Inc. | +813.3K +190.0% | $150.08M | 0.12% |
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| CPRT Copart Inc | -30.54M -96.5% | $860.87M | 0.016% |
| AMZN Amazon Com Inc | -2.06M -10.8% | $491.84M | 2.13% |
| MSFT Microsoft Corp | -1.28M -8.5% | $476.03M | 2.68% |
| HDB Hdfc Bank Ltd | -16.45M -91.5% | $424.84M | 0.021% |
| TDG TransDigm Group INC | -304.7K -15.1% | $405.82M | 1.19% |
| CSGP Costar Group, Inc. | -13.91M -78.6% | $393.80M | 0.056% |
| BN BROOKFIELD Corp | -8.77M -13.7% | $373.34M | 1.23% |
| ORLY O Reilly Automotive Inc | -3.86M -21.4% | $355.27M | 0.684% |
| INVH Invitation Homes Inc. | -11.59M -84.7% | $350.24M | 0.033% |
| VMC Vulcan Materials CO | -1.18M -17.7% | $346.77M | 0.843% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| BXDC Blackstone Digital Infrastructure Trust Inc. | +8.16M | $176.47M | 0.092% |
| HONA Honeywell Aerospace Inc. | +376.2K | $83.16M | 0.043% |
| NHP National Healthcare Properties, Inc. | +4.93M | $72.18M | 0.038% |
| YSWY Yesway, Inc. | +2.65M | $53.89M | 0.028% |
| FRVO Fervo Energy Co | +1.23M | $36.07M | 0.019% |
| QNT Quantinuum Inc. | +440.1K | $35.97M | 0.019% |
| AVEX AEVEX Corp. | +1.72M | $35.90M | 0.019% |
| LQDA Liquidia Corp | +343.4K | $27.38M | 0.014% |
| FRBT Forbright, Inc. | +1.28M | $23.37M | 0.012% |
| EBC Eastern Bankshares, Inc. | +1.03M | $22.86M | 0.012% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CCC CCC Intelligent Solutions Holdings Inc. | -37.85M | $227.09M | 0.128% |
| BPOP Popular, Inc. | -392.5K | $52.66M | 0.03% |
| ATAT Atour Lifestyle Holdings Ltd | -978.0K | $36.00M | 0.02% |
| NMRK Newmark Group, Inc. | -2.24M | $33.60M | 0.019% |
| VITL Vital Farms, Inc. | -2.15M | $30.40M | 0.017% |
| WIX Wix.com Ltd. | -288.0K | $25.94M | 0.015% |
| BRBR Bellring Brands, Inc. | -1.26M | $20.28M | 0.011% |
| ATS ATS Corp | -620.8K | $17.44M | <0.01% |
| VIPS Vipshop Holdings Ltd | -1.04M | $16.36M | <0.01% |
| LADR Ladder Capital Corp | -1.32M | $12.93M | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 38.41M | $7.68B | 4.02% | -1.19M | -3.0% | Reduced | 0.16% |
| 2 | AAPL Apple Inc. | Technology | 21.45M | $6.21B | 3.24% | +108.8K | +0.5% | Added | 0.15% |
| 3 | MSFT Microsoft Corp | Technology | 13.74M | $5.13B | 2.68% | -1.28M | -8.5% | Reduced | 0.18% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 17.09M | $4.07B | 2.13% | -2.06M | -10.8% | Reduced | 0.16% |
| 5 | GOOGL Alphabet Inc. | Technology | 10.36M | $3.70B | 1.94% | -748.8K | -6.7% | Reduced | 0.18% |
| 6 | AVGO Broadcom Inc. | Technology | 8.72M | $3.30B | 1.72% | +3,408 | +0.0% | Added | 0.18% |
| 7 | GOOG Alphabet Inc. | Technology | 7.17M | $2.53B | 1.32% | -10.2K | -0.1% | Reduced | 0.13% |
| 8 | BN BROOKFIELD Corp | Financial Services | 55.06M | $2.34B | 1.23% | -8.77M | -13.7% | Reduced | 2.45% |
| 9 | META Meta Platforms, Inc. | Technology | 4.07M | $2.29B | 1.2% | -85.0K | -2.0% | Reduced | 0.18% |
| 10 | TDG TransDigm Group INC | Industrials | 1.71M | $2.28B | 1.19% | -304.7K | -15.1% | Reduced | 2.98% |
| 11 | WELL Welltower Inc. | Real Estate | 9.81M | $2.23B | 1.16% | +208.0K | +2.2% | Added | 1.36% |
| 12 | HEI-A Heico Corp | Industrials | 7.71M | $1.99B | 1.04% | -1.16M | -13.1% | Reduced | 9.12% |
| 13 | EQIX Equinix Inc | Technology | 1.90M | $1.98B | 1.04% | -78.5K | -4.0% | Reduced | 1.93% |
| 14 | MU Micron Technology Inc | Technology | 1.67M | $1.93B | 1.01% | +102.0K | +6.5% | Added | 0.15% |
| 15 | HLT Hilton Worldwide Holdings Inc. | Consumer Discretionary | 5.84M | $1.93B | 1.01% | -766.7K | -11.6% | Reduced | 2.57% |
Tip. Select a row to see that position’s full history at Principal Financial.
As of its Q2 2026 13F filing, Principal Financial Group Inc’s five largest positions were Nvidia Corp (NVDA) at 4.0%, Apple Inc. (AAPL) at 3.2%, Microsoft Corp (MSFT) at 2.7%, Amazon Com Inc (AMZN) at 2.1%, Alphabet Inc. (GOOGL) at 1.9% of the reported portfolio.
Principal Financial Group Inc reported a 13F portfolio worth $191.34B across 1,998 positions for Q2 2026. That is up 8.3% from the previous quarter.
Its largest purchases by value were Vale S.A. ($358.71M), Marvell Technology, Inc. ($308.46M), Spotify Technology S.A. ($281.73M). It opened 94 new positions.
Its largest sales by value were Copart Inc ($860.87M), Amazon Com Inc ($491.84M), Microsoft Corp ($476.03M). It exited 91 positions entirely.
From the Form 13F-HR reports Principal Financial Group Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.